SF
TBIL

Synovus Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Synovus Financial’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.3M Buy
146,051
+10,025
+7% +$500K 0.08% 151
2025
Q2 		$6.8M Buy
136,026
+39,734
+41% +$1.98M 0.08% 151
2025
Q1 		$4.82M Buy
96,292
+19,719
+26% +$985K 0.06% 189
2024
Q4 		$3.82M Sell
76,573
-13,981
-15% -$698K 0.05% 229
2024
Q3 		$4.53M Buy
90,554
+48,317
+114% +$2.41M 0.05% 231
2024
Q2 		$2.11M Buy
42,237
+13,565
+47% +$677K 0.03% 331
2024
Q1 		$1.43M Buy
28,672
+3,962
+16% +$198K 0.02% 381
2023
Q4 		$1.23M Buy
24,710
+3,277
+15% +$164K 0.02% 389
2023
Q3 		$1.07M Buy
21,433
+15,103
+239% +$755K 0.01% 438
2023
Q2 		$317K Buy
+6,330
New +$316K ﹤0.01% 717

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return